Plugin
Quotations, purchase orders and statementsQuotations, purchase orders and statements from your records.
Document Generation is an Accmerio plugin that creates, issues and emails quotations, purchase orders and statements of account on your own templates. An accepted quotation becomes a draft invoice and a purchase order a draft bill.
Quotations, purchase orders and statements from your records.
Create, issue and send quotations, purchase orders and statements on your own templates, with an optional AI Builder.
What it does
- QuotationsLines with VAT, discounts, scope and validity, issued on your letterhead.
- Purchase orders and statementsPurchase orders to suppliers and statements of account from the ledger.
- Issue, print and emailEach document follows your design and numbering, with its history kept.
- From quotation to invoiceAn accepted quotation becomes a draft invoice; a purchase order becomes a draft bill.
- AI BuilderDescribe a document from existing records and review the proposal before applying it.
Good to know: The AI Builder needs a configured provider, and you review everything before it is issued.
Adding it to your workspace
Added from the Marketplace
Your Owner or an Administrator adds a connector from the Marketplace in your workspace.
Set up for your company
Each one has its own settings, and the accounts it posts to are chosen by your accountant.
Access by role
Connectors with their own departments bring their own roles, without opening the ledger to them.
Each listing says in your workspace how it is offered. Provider names show compatibility, not an endorsement. Connections need any provider account they rely on.
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Your next step
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